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Ergonomic Assessment Form

The ergonomic assessment form evaluates how well a workstation or task fits the person doing it, covering chair, desk, screen, keyboard and posture for desk workers, and lifting, reaching and repetition for shop-floor tasks. It ends with an action plan to reduce strain before it turns into back, neck or wrist injury.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

ERGONOMIC ASSESSMENT FORM

Ref. No.:
[Reference Number]
Date:
[DD/MM/YYYY]
Assessed by:
[Assessor Name]
Setting:
[Office / Work from Home / Shop Floor]

Employee Details

Employee Name
Employee ID
Designation
Department
Hours per day at this workstation / task

Discomfort Survey (in the last month)

Body AreaNoneMildModerateSevere
Neck / shoulders
Upper / lower back
Wrists / hands
Eyes / headache
Knees / legs / feet

Part A – Desk and Screen Work

  • Chair height adjusted; feet flat on floor or footrest
  • Back supported by chair backrest (lumbar support)
  • Screen top at or slightly below eye level, about arm's length away
  • Laptop used with stand and separate keyboard and mouse
  • Wrists straight while typing; elbows near 90 degrees
  • No glare or reflection on screen
  • Frequently used items within easy reach
  • Regular breaks taken away from screen

Part B – Manual Handling and Repetitive Tasks

  • Loads within safe weight for one person ([Number] kg)
  • Lifting done between knee and shoulder height
  • Trolleys, hoists or lift tables available for heavy items
  • No frequent twisting or overhead reaching
  • Work surface at suitable height for the task
  • Anti-fatigue mats for standing work
  • Task rotation for repetitive motions
  • Workers trained in safe lifting technique

Risk Rating

  • Low – minor adjustments only
  • Medium – changes needed within [Number] weeks
  • High – immediate action and specialist referral

Action Plan

IssueActionOwnerCost (₹)Target Date
[Issue][Adjustment / Equipment][Owner Name][Amount][DD/MM/YYYY]
[Issue][Adjustment / Equipment][Owner Name][Amount][DD/MM/YYYY]
[Issue][Adjustment / Equipment][Owner Name][Amount][DD/MM/YYYY]
Reassessment date

The employee confirms the adjustments were explained and agrees to report any continuing discomfort.

Employee
[Employee Name]
Date: [Date]
Assessor
[Assessor Name]
Date: [Date]

What this template includes

  • Part A for desk and screen work
  • Part B for manual handling and repetitive tasks
  • Discomfort survey by body area
  • Simple yes/no checks that non-specialists can use
  • Risk rating to prioritise fixes
  • Action plan with low-cost fixes first

When to use it

  • Setting up desks for new joiners or after an office move
  • Employees complaining of back, neck, wrist or eye strain
  • Reviewing work-from-home setups
  • Assessing assembly line, packing or loading tasks
  • After a return-to-work clearance with restrictions

How to customise this template

  1. 1Use only Part A for offices or Part B for plants, or both for mixed roles
  2. 2Add your standard equipment options (laptop stand, footrest, trolley)
  3. 3Include a WFH photo-upload instruction for remote checks
  4. 4Set the weight thresholds your safety team uses for lifting
  5. 5Route equipment requests through admin with cost approval

HR tips

  • Adjust what exists first (chair height, screen position) before buying
  • Encourage micro-breaks every [Number] minutes
  • Rotate repetitive tasks across workers
  • Reassess after changes to confirm discomfort reduced

Ergonomic risk management supports general duties under the OSH Code, 2020 and related rules; this form is a practical tool and does not replace specialist assessment for high-risk tasks.

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Frequently asked questions

What is an ergonomic assessment?+

It is a structured review of a workstation or task to identify postures, movements or setups that may cause strain, and to recommend changes.

Who can do an ergonomic assessment?+

Trained HR, admin or safety staff can use this form for routine checks; refer complex cases to a physiotherapist or ergonomist.

What is the correct monitor position?+

Generally the top of the screen at or slightly below eye level, about an arm's length away, directly in front of the user.